Find a financial advisor who serves your area.

An advisor can help you create a plan today.

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How It Works
Answer a few questions You fill out our short questionnaire, so we can find a match.
See your advisor matches You'll then get matched with up to three advisors to compare and choose from.
Book appointments You can use our online tools or concierge service to book an appointment.

You deserve a qualified financial advisor.

We know it can be hard to find a qualified fiduciary financial advisor. Sifting through the hundreds of thousands of advisors in the country can be intimidating. So we created a financial advisor matching tool that can help. The tool narrows down your choices, and you are in control of who you work with.

First, answer just a few questions. From there, we’ll match you with up to three pre-screened financial advisors who serve your area. You then read their profiles, talk to them on the phone, and ultimately pick who you want to work with as you plan your financial future.

This financial advisor matching tool is brought to you by SmartAsset, the personal finance company that’s focused on empowering people to make smart decisions. We built this tool to help you find a financial advisor who serves your area so you can plan for your future.

Why a Financial Advisor Can Help You Be Financially Secure

Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.
A 2020 Northwestern Mutual study found that 71% of U.S. adults admit their financial planning needs improvement. However, only 29% of Americans work with a financial advisor.

29%

With Financial Advisor

71%

Needs Improvement

No Advice
1.5%
4%
According to a Fidelity Study financial advice can add between 1.5% and 4% to account growth over extended periods.

Sources:

  1. Journal of Retirement Study (Winter 2020)
  2. “Planning and Progress”, Northwestern Mutual (April 2020)
  3. “Why Work With a financial advisor?”, Fidelity (11/1/2021)

The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the links to see the methodologies employed in the Fidelity and Journal of Retirement studies.

Research Financial Advisors

From big cities to small towns, financial advisors cover almost every county in the U.S. We have researched them and compiled the information that matters to you into individual profiles. Search by location to find a financial advisor near you. If you are interested in being matched with a vetted advisor, our matching tool can match you with an advisor who serves your area.

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